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Self-onboarding (for employers)
Self-onboarding (for employers)

How to check and review the details submitted by new employees who have self-onboarded through the mobile app.

Fiona Barnett avatar
Written by Fiona Barnett
Updated over a week ago

💎Self-onboarding is only available with the Pro and Premium packages

Employees can be invited to self-onboard when they first access Rotaready. A new employee will be invited to submit the following details:

  • Address

  • Personal details

  • Bank details

  • National insurance details

  • Right to work and other documents

  • Emergency contact details

An employee will be able to access their Rotaready account immediately after completing the onboarding steps. When adding a new employee, you can choose to invite the employee to self-onboard. If you choose not to do so, you can add the employee’s details manually.

You will be able to see the employee’s onboarding status within the Staff tab or the Account tab on their profile - this is displayed by a label (either ‘Invited’, ‘Completed’ or ‘Not Invited’).

  • Invited: Employee has been invited to complete onboarding but has not yet completed it

  • Completed: Employee has completed the onboarding flow

  • Not Invited: Employee has not been invited to complete onboarding

An employee at the Invited status will be displayed with a pink ‘self-onboarding’ label next to their name on the Staff tab.

⚠️ The information submitted by a new joiner will require your review and approval before being saved.

⚠️ If an employee abandons the self-onboarding steps before completing it, their progress will be saved. When they return to the app, they will be prompted to continue completing their details.

👀 Find out more in our Spotlight Session Introducing employee self-onboarding

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